by Raynovich Rod | Feb 28, 2018 | 2025 Rayno Biopharmaceuticals Portfolio
Update after close 2/28/18 Tape deteriorates at last hour of trading, a familiar pattern: IBB down 1.83%, QQQ down 0.64%, XBI down 1.88% for day. Biotechs still up YTD with XBI;FBT down 2.35% but still up 8.28% YTD. Celgene, Inc (CELG) sell-off continues down 9% to...
by Raynovich Rod | Jan 2, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Rayno Life Science Portfolio
2/28/18 Update Tape looks sluggish at major resistance. Downgrade to HOLD on Celgene (CELG). Bad regulatory news on relapsing multiple sclerosis drug ozanimod. 2/2/18 Update After Sell-Off Cautious on Amgen (AMGN) after earnings release but looks better than the IBB...
by Raynovich Rod | Nov 6, 2017 | 2025 Rayno Biopharmaceuticals Portfolio
Update 11/8/17 …Per comments on Monday. Celgene (CELG) technicals are holding at $102-103 so we will add CELG to the Rayno Portfolio at a price of ~$102.5. The stock was battered on earnings news so we see good value and potential for long term growth. Forward...
by Raynovich Rod | Oct 2, 2017 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Rayno Biopharmaceuticals Portfolio: Performance 9/30/17 YTD Objective: Develop a medium term biotech portfolio that assumes a bull market for 2017 with positions in two core ETFs, large cap dividend plays and speculative picks in breakthrough technologies: CAR-T and...
by Raynovich Rod | Sep 14, 2017 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Markets Stable After Major FED Meeting: On Course for Gradual QT(Quantitative Tightening) FED to shrink assets by year end, 2 yr TSY up to 1.43% yield. Biotech stocks up slightly near September Top IBB $332.75, XBI $85.17. Large caps green: growth and value perceived:...
by Raynovich Rod | Sep 5, 2017 | 2025 Rayno Biopharmaceuticals Portfolio
Biotech Bull Market 2017 Performance as of 9/5/17 Rayno Biopharmaceutical Portfolio outperforms the market. XBI was the Best Play up 41.88% YTD. Biotech stocks broke through the July sector highs as tracked by major ETFs. However we are still about 25% off the July...
by Raynovich Rod | Jul 1, 2017 | 2025 Rayno Biopharmaceuticals Portfolio
Big Biotech Gains for Stocks in First Half Rayno Life Science Picks Top Winners YTD: Foundation Medicine (FMI) up 124.6%, bluebird bio (BLUE) up 70.26%, XBI up 20.9%. Large cap winners since inception: Abbvie (ABBV) and Roche ADR (RHHBY). 6/27 Take some profits on XBI...
by Raynovich Rod | Jun 16, 2017 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Rayno Life Science Portfolio
Update-1 6/27/17 With the XBI up 34% YTD at $79.34, take a little off for future trades. ===== Rayno Life Science Portfolio 2017 YTD 6/15 Top winners YTD: BLUE up 78.9%,FMI up 121.5%,RHHBY up 13%, ABBV up 12.7%. Top Losers YTD: GILD down 9.5%, BMY down 7%. XBI up...
by Raynovich Rod | Apr 25, 2017 | 2025 Rayno Biopharmaceuticals Portfolio
Update #2 Large Cap Biopharmaceuticals: ABBV, ALXN, BMY, CELG Abbvie (ABBV) Reported Better than Expected Earnings and Revenues Worldwide GAAP revenues were $6.538B up 10.1% with Global Humira sales up 15.1% and Q1 IMBRUVICA sales of $551M. Full Year 2017 outlook for...
by Raynovich Rod | Mar 29, 2017 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update…3/31/17 Performance %: March and YTD FBT -0.83, +15.87 FBIOX -2.43, +15.79 * Fidelity ahead of IBB in 2017 IBB -3.05,+10.5 QQQ +1.04, +11.73 XBI -2.82, +17.15 XLV -1.9, +7.86 Notable Rayno Portfolio Picks %: March and YTD ABBV +2.9, +4.08 AMGN...
